Riversedge Advisors, Llc
- Regulatory AUM
- $928M
- Discretionary
- $924M
- Clients
- 454
- Avg AUM / client
- $2.0M
- Accounts
- 1,515
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $95.1M | 10.2% |
| High net worth individuals | 167 | $732M | 78.8% |
| Pension and profit sharing plans | 63 | $96.3M | 10.4% |
| Corporations and other businesses | 9 | $5.3M | 0.57% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Jason Carney | Partner & Founder | CFP Chartered Financial Consultant | Aug 2018 (8y) | 50% – 75% |
| Jarrett Franklin Morris | Partner & Founder And Cco | CFP Chartered Financial Consultant | Aug 2018 (8y) | 50% – 75% |
| Mihok, Timothy, John | Chief Executive Officer | Jun 2022 (4y) | Less than 5% | |
| Erin Perialas Eliason | Registered representative | Sep 2020 (6y) | ||
| Steven Hutchison | Registered representative | Dec 2022 (4y) | ||
| Khristopher Patrick Torres | Registered representative | Oct 2023 (3y) | ||
| Mark Henry Eggleston | Registered representative | CFP | Apr 2025 (1y) | |
| Jaime Suzanne Cutter | Registered representative | Jun 2025 (1y) | ||
| Kay Ellen Kidwell | Registered representative | CFP | Jun 2025 (1y) | |
| Lauren Anne Mance | Registered representative | CFA | Aug 2025 (1y) | |
| Katherine Elizabeth F Davis | Registered representative | Jan 2026 (1y) | ||
| Marisa Ann Facciolo | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 978 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $715M (77% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗